BMO US
Brookfield, WI
The role supports commercial lending teams through ongoing credit administration, with a primary focus on financial covenant compliance and related portfolio monitoring activities. Responsibilities include independently tracking, calculating, and assessing covenant compliance and collateral margining to identify potential credit deterioration and ensure adherence to loan agreement requirements. Adhere to BMO credit policies, regulatory standards, and operational guidelines to effectively manage and mitigate risk exposure. Apply working knowledge of accounting principles and financial statements (income statement, balance sheet, cash flow) to support credit analysis and underwriting. Demonstrate operational understanding of commercial loan agreements, including key provisions such as repayment terms, financial covenants, collateral, and amendment processes. Analyze financial information, tax returns, credit bureau reports, and related documentation to...

